Automating emails can save you time and keep your messaging consistent—especially when using templates. With Servis.ai, the Send Email action allows you to automatically send emails based on specific triggers, like when a record is created or updated.

Key features include:

• Template-based setup for quick configuration
• Custom sender and recipient fields, using either dynamic data or fixed lists
• CC options and file attachments for added flexibility

How to Set Up the Send Email Action

Name: Enter a name to easily identify this action within your automation.

Step: Use this dropdown to choose which previous step (such as Create Record, Update Record, or Find Record) should trigger the email. The email will only be sent if that step is successful.

Email Template: Click the Email Template button to choose from your existing email templates. A modal will open, allowing you to pick the one you want to use. You can learn more about Email Templates from this article.

From: This has two modes:

• From [Selected App]: The exact name of this mode may vary depending on the app chosen at the start of the automation. It allows you to select a field containing a user registered in your Servis.ai instance. That user will automatically be assigned as the email sender.
  The system selects the user from the field within the triggering record—the record that started the automation process.
• From Static Value: This mode allows you to manually select any user registered in your Servis.ai instance to be the sender of the email. Instead of choosing from specific fields, you'll see a complete list of all users in your system.

To: This field works similarly to the From field and offers the same two modes.

However, in Static Value mode, there's a key difference: it functions as a search bar. Start typing to see matching users or contact emails, then select the one you want to use as the recipient.

In From [Selected App] mode, you select a field from the records of the chosen app. The value in that field will be used as the sender of the email. For example:

• Selecting a field like Created By will use the associated User that created the record as the sender.
• Selecting a field like Work Email or Personal Email will use the email address of the Record stored in that field.

Cc: Use this field to add users or record emails who should receive a copy of the email. Simply start typing a name or email address, and select the correct option from the dropdown list.

Attachment: You can attach files to the email as part of the action setup for the automation. Click the + Add File button to open your file browser and select the file you want to include. You can add as many files as needed.

If you want to know more about other actions for the automation builder, check this article.